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State Street SPDR Dow Jones Industrial Average ETF Trust
DIA

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1226
OneAscent Financial Services
Alabama
– -$221K -564 Closed
IWP
1227
Innova Wealth Partners
Pennsylvania
– -$201K -514 Closed
PIS
1228
POM Investment Strategies
North Carolina
– -$199K -509 Closed
BA
1229
Baugh & Associates
Georgia
– -$204K -384 Closed
CWM
1230
CarsonAllaria Wealth Management
Illinois
– -$122K -311 Closed
CC
1231
Cultivar Capital
Texas
– -$109K -279 Closed
EC
1232
EdgeRock Capital
Colorado
– -$78.2K -200 Closed
CB
1233
Chris Bulman
California
– -$44.6K -114 Closed
CC
1234
Cypress Capital
Tennessee
– -$40.7K -104 Closed
RFG
1235
RFP Financial Group
Georgia
– -$39.1K -100 Closed
LIA
1236
Lynx Investment Advisory
District of Columbia
– -$32.9K -84 Closed
GI
1237
Gradient Investments
Minnesota
– -$21.5K -55 Closed
VF
1238
VitalStone Financial
Texas
– -$15.3K -39 Closed
TWP
1239
Triad Wealth Partners
Kansas
– -$14.6K -37 Closed
CP
1240
Castleview Partners
Texas
– -$4.3K -11 Closed
DWM
1241
Dogwood Wealth Management
Kansas
– -$3.92K -10 Closed
BWP
1242
Baldwin Wealth Partners
Massachusetts
– -$1.96K -5 Closed
GLR
1243
Great Lakes Retirement
Ohio
– -$352 -1 Closed
OWA
1244
Opal Wealth Advisors
New York
– -$392 -1 Closed
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